How to manage a Lists options

Data list options can be managed within the List's Settings area.

 

The two options that can be enabled for each Data list include:

 

 

Force Update

The Force Update setting controls whether changes made to list values automatically apply to entries where that value has already been used.

  • Force Update = Yes

    • When a list value is edited (e.g., fixing a typo), the update automatically applies to all entries using that value — even in Locked or Completed workflow statuses.

    • Archived projects are excluded from the update and will not receive the change, even if later unarchived.

  • Force Update = No

    • Existing entries retain the original value unless manually reselected (re-associated) within each entry.

    • Edits only affect newly created entries or those manually updated.

 


Additional Notes

  • Force Update only applies to edits, not to adding or removing values.

  • New values can always be added to a list.

  • Deleted or archived values are removed from selection but not from entries where they've already been used.

  • List values cannot be deleted if they are in use in any entry.

 

 

Allow values to be added from Document Entry

  • If enabled, users can add new values to the list directly from a field in a Document Template Entry.

  • However, if a list is used within a list that feeds a table, new values can still be added to the inner list.
    • Most common usage of this is to allow field Users the ability to add new Equipment or Personnel observed in the field into the Project Equipment or Project Personnel source lists.

 

Location

List Library > List Template > Settings

 

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.